Time off forcasting

There seems to be an issue
as well with mental health and floaters that is causing confusion for staff. This
functionality worked properly in Gen 2 and we have made no changes to these two
policies. The “as of” balance calculations does not take into account any future
bookings.

Employees have 3 mental
health days per vacation year Nov1 – Oct 31

This employee took a
mental health day Nov 11 2017 and booked an additional 2 mental health days on
Aug 10 2018 and Aug 13 2018 so their Mental Health bank should be at zero. However she attempted to book an book another
mental health day in july because it still showed her that she her 14 hours
left to use.

Now if I choose “Simple Balance
Summary” instead of “Full Balance Breakdown” it does take into account the
future bookings. It also takes into account our vacation year end on Oct 31
instead on Dec31

To fix these issues we have a validation rule that can be added to the time off type. The validation rule is Prevent Overdraw at the end of the year. This will calculate to see if your Balance has reached 0 by the end of the year (basically taking your future balance into account) and will not allow the user to book a time off. In to order to add this validation rule you can go to one of the following locations

- Go to the user profile and click on the time off section. Edit the policy for the time off for this user and add the validation rule- Go to the time off type and add the validation rule at the time off type level as shown below